Created by BizGirl ... | Published 1/2021
Duration: 1 hour | 6 sections | 25 lectures | Video: 1280x720, 44 KHz | 279 MB
Genre: eLearning | Language: English + Sub
This course is all about learning how to customise invoice templates in Xero.
Learn how to customise Xero templates from an NZ Xero adviser
Xero invoicing
How to customise standard Xero invoice themes
How to create custom invoice templates
How to add payment services to invoices
How to create invoices with packing slips
How to change between invoicing themes
Microsoft WordA computer and Internet Access
The course shows you how to customise standard invoicing all the way through to customising .docx files in word. There is also a video showing examples of what you can create using the .docx templates for inspiration. Xero's invoicing is able to be customised without the need for an add on to do this. I show you step by step how to do this in Xero and in Word. You can watch the videos and follow the steps and you have the option to refer back to the videos at any. I have also added extra resources for the course including a design guide and all basic templates that can be used throughou the course.
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In this course you will Learn:
How to customise standard xero invoices, purchase orders, quotes, credit notes and Statements.
How to create new template branding themes - Standard & Custom
How to upload logos
How to setup and add payment services
How to setup up default settings
How to add invoice rders
How to customise .docx files
How to preview custom .docx theme invoices
How to add barcodes to invoice templates
How to create a receipt template
Tips & tricks - to answer some FAQS about invoicing
Who this course is for:Xero users who want to update their invoicingXero users who want customise their invoice templatesVirtual Assistants that want to learn a new skill
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